Financial Planner, Relationship Manager

0000050007 Royal Bank of Canada; Thompson; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join RBC as a Financial Planner where you'll manage a portfolio of mass affluent clients. You'll provide comprehensive financial planning advice backed by a strong team, with a focus on building long-term relationships and achieving performance targets. This role offers unlimited earning potential, a collaborative environment, and world-class training.

Benefits

Unlimited earning potential and full benefits

Flexible work/life balance options

World-class training program in financial services

Qualifications

• Minimum 3 years’ experience in financial planning.
• Strong financial acumen with proven networking and client acquisition skills.

Responsibilities

• Provide tailor-made financial planning advice.
• Actively grow and manage a portfolio of clients.
• Cultivate relationships with service partners.

Skills

Client Centricity

Business Development

Communication

Long Term Planning

Education

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise. What will you do?

Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions

Actively grow, expand and maintain your portfolio of clients using value-based relationship management practices, achieving performance targets

Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

What do you need to succeed? Must-have

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Minimum 3 years’ experience in financial planning

A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration

Ability to create a market presence, build COI relationships, and cultivate strong partner relationships

Nice to Have

Ability to be mobilethroughout the market

What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Full-time RBC employee status with unlimited earning potential and full benefits

Work with a dynamic, collaborative, progressive, and high-performing team

A world-class training program in financial services

Flexible work / life balance options

Job Skills Business Development, Client Centricity, Communication, Long Term Planning Additional Job Details

Address :

131 SELKIRK AVE : THOMPSON

City : THOMPSON

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform :

PERSONAL & COMMERCIAL BANKING

Job Type : Regular

Posted Date : 2025-07-03

Application Deadline :

2025-07-17 Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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